
INSIGHTS: Tips, Tricks and More!
ABOVE AND BELOW THE LINE
In their book The Right Side of the Table, Scott and Todd Fithian suggest fundraisers draw a metaphorical line to differentiate between the types of conversations with donors and the overall approach to planned giving. They encourage fundraisers to see philanthropy...
LEAVE YOUR TOOLBOX IN THE TRUCK UNTIL YOU KNOW WHAT “NEEDS A FIXIN”
Imagine you are looking to remodel your kitchen and you call several contractors to come out and give you an estimate. How would you feel if one of those contractors started unloading their truck in your driveway before you ever had a conversation? You open your...
IT’S A NUMBERS GAME BEFORE IT’S A RELATIONSHIP
While planned giving is all about people and relationships, there is also a numbers component to this work. In a study done by Decima Research, roughly 34 percent of those surveyed said they would consider including their favorite charity in their estate plans. So for...
THE EXCUSES FOR NOT OFFERING PLANNED GIFTS TO YOUR DONORS ARE THE VERY REASONS YOU SHOULD
With all the pressure we are under to bring cash in the door, the thought of proactively focusing on planned giving can be daunting. It seems like such a big step that requires too great of a commitment for us to handle. Here are some of the more common excuses I hear...
IT’S NOT ABOUT HAVING ALL THE ANSWERS… IT’S ABOUT ASKING THE RIGHT QUESTIONS
Many people avoid or are reactionary to planned giving conversations with their donors because they are concerned that a donor may ask questions, they won’t be able to answer. Answers come a lot easier when we understand that we don’t need to have all the answers. In...